Masco announced the results of its portfolio review ..... basis-point improvement to margins. Masco will take a $30 million charge over the ..... possible moat upgrade to narrow would increase Masco 's fair value estimate by another dollar
Masco ( MAS +6.1% ) is spinning off its installation ..... business, which accounts for about $1.4B of Masco 's $8.2B in 2013 revenue, would headquartered in central Florida. Masco will remain headquartered in Michigan. The separation
market share. Home products grew organic revenue by 7%, ahead of an estimated 3% industry growth rate and 4% for close peer Masco . We expect the firm to continue to outgrow the industry given its sustainable competitive advantages within the dealer channel
Masco reported a nice bounce back second quarter following a disappointing first quarter. The no moat building supplier reported adjusted
leverage to a recovery in U.S. residential construction and R&R spending, and favor the company over less competitively advantaged no-moat Masco . We maintain our $44 fair value estimate and narrow economic moat rating for FBHS.
Masco posted a challenging first quarter that was characterized by one-time weather-related issues as well as some ..... now $19 per share. We continue to favor Fortune Brands Home and Security as a higher quality close peer to Masco .
upgrades included Weyerhaeuser WY (rating: BBB-, no moat), Pioneer Natural Resources PXD (rating: BBB, narrow moat), and Masco MAS (rating: BB+, no moat), which were mainly driven by a reassessment of our forecasts for each of the company's financial
Masco posted a solid close to much improved 2013 financial results. The building products company reported fourth-quarter adjusted
Kiefaber's abilities to exploit the opportunity at hand given his execution to date at Colfax and his nearly 20 years with Masco MAS. On a call with investors, Simms indicated that another platform add is in the firm's "long-term view," and is
Masco MAS disappointed on several levels with its ..... improvements in competitors' results. If Masco can't improve profitability over the next ..... a modest bright spot in the quarter, as Masco 's installation services segment enjoyed